Managers selective on EM in event of Fed policy mistake
Instead of investing in the whole complex, managers prefer emerging economies with a strong balance sheet
Money managers are eyeing emerging markets (EM) with stronger balance sheets as they could be less reactive to a potential policy mistake by the Federal Reserve, and also better suited to playing the growth differential story that exists with their more developed peers.
Gordian Kemen, a global head of emerging markets fixed-income strategy at Morgan Stanley, who spoke on the emerging markets panel at the 14th annual FX Week USA conference on July 12, said he expects emerging markets growth to
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